Mixture of Experts

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Is NVIDIA unstoppable? In this episode of Mixture of Experts, host Tim Hwang is joined by Chris Hay, Kaoutar El Maghraoui and Martin Keen to unpack the biggest announcements from CES 2026. First up, NVIDIA's Jensen Huang revealed the Rubin platform—a chip architecture promising 5X the performance of Blackwell and slashing inference token costs by 10X. Does this cement NVIDIA’s dominance? We also explore the wild world of CES gadgets. Then, we look at whether Meta's USD 2 Billion acquisition of Manus AI signals a major pivot toward enterprise agentic platforms. Later, we dissect DeepSeek’s newpaper on manifold-constrained hyperconnections (MHC)—a smarter way to train models that prioritizes efficiency over brute-force scaling. Finally, we analyze new polling data revealing Americans' complex relationship with AI: optimistic about the benefits but deeply concerned about who controls it. All that and more on Mixture of Experts!

00:00 – Introduction

01:27 – CES 2026

12:41 – Meta's USD 2 Billion Manus bet

20:08 – DeepSeek tackles scaling

33:35 – AI optimism vs. fear

The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.



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We are live from IBM Think 2026! This week on Mixture of Experts, join host Tim Hwang and panelists Ambhi Ganesan, Hillery Hunter and special guest Tim Crawford from AVOA. We analyze IBM’s new AI operating model and provide reactions on the releases from the conference floor. Next, the IBM Institute for Business Value released its annual CEO study revealing that 64% of CEOs are now comfortable making major strategic decisions based on AI-generated input. Has AI finally crossed the trust threshold? Finally, AI is expensive to run—is the next phase of AI adoption about cost-discipline not just capability? All that and more on today’s special episode of Mixture of Experts.

00:00 – Introduction

0:53 – Live from Think 2026

13:46 – IBV CEO Study

26:53 – AI funding

The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.

Accelerate AI ROI with Hybrid Cloud → https://www.ibm.com/think/videos/think-keynotes/accelerate-ai-roi-hybrid-cloud

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What do enterprises need to make AI work? This week on Mixture of Experts, join host Tim Hwang and panelists Marina Danilevsky, Gabe Goodhart, Kaoutar El Maghraoui, and special guest Jamie Garcia. First, we break down IBM Granite 4.1, a family of specialized multimodal models for vision, speech, and embedding tasks, and Project Bob, an agentic coding assistant. Next, we analyze Google DeepMind's DiLoCo distributed training breakthrough that could reshape AI infrastructure and power consumption. Then, we unpack DeepSeek V4, a new 1.6 trillion parameter model featuring 3% activation rates that's rewriting inference economics. Finally, Jamie Garcia, Director of Strategic Growth and Quantum Partnerships at IBM, takes us behind the scenes of IBM's quantum computing strategy, university partnerships, and the path to quantum advantage. All this and more on this week’s Mixture of Experts.

The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.

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#IBMBob, #Granite41, #QuantumComputing, #EnterpriseAI, #DeepSeekV4

Visit Mixture of Experts podcast page to get more AI content → https://www.ibm.com/think/podcasts/mixture-of-experts

Will Apple finally get AI right? This week on Mixture of Experts, we analyze Apple's latest move to appoint a new CEO—John Ternus, Senior Vice President of Hardware Engineering, is next in line. Next, how does AI really understand customer intent? Our experts break down search optimization and the practical implications for businesses implementing AI-powered search. Then, we cover Anthropic's custom chip partnership with AWS—we discuss the cost-effectiveness, optimizations, and strategic advantages of tight hardware-software coupling in AI infrastructure. Finally, we discuss the Claude Mythos leak! Join host Tim Hwang and our AI experts: Kush Varshney, Bri Kopecki and Sandhya Iyer on this Mixture of Experts to find out.



00:00 – Introduction

1:00 – Apple’s new CEO

9:45 – Customer intent in AI search

20:25 – Anthropic's chip partnership

36:04 – Claude Mythos leak

The opinions expressed in this podcast are solely those of the participants and do not necessarily reflect the views of IBM or any other organization or entity.

Explore the IBV Study on Mastering Customer Intent → https://www.ibm.com/thought-leadership/institute-business-value/en-us/report/customer-intent

IBM z17 is here! In episode 50 of Mixture of Experts, host Tim Hwang is
joined by Kate Soule, Shobhit Varshney and Hillery Hunter to debrief the
launch of a new mainframe with robust AI infrastructure. Next, Meta
dropped Llama 4 over the weekend;, how's it going? Then, Shobhit is
recording live from Google Cloud Next in Las Vegas, along with Gemini
2.5 Pro. What are some of the most exciting announcements? Finally, the
Pew Research Center shows perception of AI, how does this impact the
industry? All that and more on today’s 50th Mixture of Experts.

00:01 -- Intro

00:55 -- IBM z17

11:42 -- Llama 4

25:02 -- Google Cloud Next 2025

34:29 -- Pew's research on perception of AI

The
opinions expressed in this podcast are solely those of the participants
and do not necessarily reflect the views of IBM or any other
organization or entity.

Explore the new features of IBM z17: https://www.ibm.com/products/z17

Read the Pew Research: https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/

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Visit Mixture of Experts podcast page to learn more AI content: https://www.ibm.com/think/podcasts/mixture-of-experts